Working with Fidelity Investments

Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.

National Financial is a Fidelity Investments® company and a leading provider of clearing and custody solutions for over 30 years.

Securities in accounts carried by National Financial Services LLC (“NFS”), a Fidelity Investments company, are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000. For claims filed on or after July 22, 2010, the $500,000 total amount of SIPC protection is inclusive of up to $250,000 protection on claims for cash, subject to periodic adjustments for inflation in accordance with terms of the SIPC statute and approval by SIPC’s board of directors. NFS also has

arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC, or to request a SIPC brochure, visit www.sipc.org or call 202.371.8300.

  • Fidelity Investments is an independent company, unaffiliated with Moneywise, Inc. Fidelity Investments is a service provider to Moneywise, Inc.
  • Clearing, custody, or other brokerage services may be provided by National Financial Services LLC.

There is no form of legal partnership, agency affiliation, or similar relationship between Moneywise, Inc. and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Moneywise, Inc. and does not guarantee, or assume any responsibility for its content. 697802.1.0

Fidelity Investments and National Financial are registered service marks of FMR LLC.